iShares Core S&P US Value ETF
IUSV
480 hedge funds and large institutions have $7.86B invested in iShares Core S&P US Value ETF in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 189 increasing their positions, 129 reducing their positions, and 42 closing their positions.
66% more capital inflows, than outflows
Capital inflows: $370M | Capital outflows: $222M
47% more repeat investments, than reductions
Existing positions increased: 189 | Existing positions reduced: 129
5% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 42
1% less funds holding
Funds holding: 487 → 480 (-7)
2.1% less ownership
Funds ownership: 75.25% → 73.16% (-2.1%)
8% less funds holding in top 10
Funds holding in top 10: 37 → 34 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$84.4M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$46.1M |
| 3 |
Natixis Advisors
Boston,
Massachusetts
|
+$23.5M |
| 4 |
Colony Group
Boston,
Massachusetts
|
+$22M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$20.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$61.7M |
| 2 |
Morgan Stanley
New York
|
-$48.9M |
| 3 |
Blue Trust Inc
Alpharetta,
Georgia
|
-$33.2M |
| 4 |
SignatureFD
Atlanta,
Georgia
|
-$9.29M |
| 5 |
JP Morgan Chase
New York
|
-$7.7M |
IUSV Hedge Fund Activity: Q3 2022 in Review
480 of the 5,832 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Value ETF (IUSV) for Q3 2022, worth a combined $7.86B — down 5.1% from $8.28B a quarter earlier.
Sellers outnumbered buyers: 42 funds closed out of IUSV and 40 opened new positions — a net loss of 2 holders — while 129 trimmed existing stakes and 189 added.
The largest buyer was Bank of America, adding an estimated $84.4M. The largest seller was BlackRock, cutting an estimated $61.7M.
- 480 institutional investors held iShares Core S&P US Value ETF (IUSV) as of Q3 2022, down from 487 in Q2 2022.
- Funds reported $7.86B of iShares Core S&P US Value ETF stock for Q3 2022, down 5.1% quarter-over-quarter.
- 40 funds opened new iShares Core S&P US Value ETF positions in Q3 2022 and 42 closed out, a net change of -2 holders.
- The largest iShares Core S&P US Value ETF buyer in Q3 2022 was Bank of America, an estimated $84.4M added.
- The largest iShares Core S&P US Value ETF seller in Q3 2022 was BlackRock, an estimated $61.7M sold.
Based on aggregated 13F filings for Q3 2022.